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The Client tab is used to capture key information about the client, including their contact details, current home address and the site details.
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General Group
Field | Description |
|---|---|
Status | Click to select the sales advice status. Example: Deleted, Cancelled, Pending Cancellation, Inactive, On Hold, Active. |
Full Name | Full name of the client. |
Report/Search Name | Report/search name of the client. |
Category/Quality | Category: A field for assigning a lead category code. Quality: A field for assigning a percentage to indicated the quality of the lead. |
Deposit Paid | Date the deposit was paid. |
Paperwork Complete | Date the paperwork was completed. |
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The Product Selection tab is used to record and capture details of the sale specific to product selection and pricing.
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Document Group
Field | Description |
|---|---|
Number | Sales advice number, sequentially allocated. This field is locked and cannot be edited. |
Date | Date the sales advice was created. This field is locked and cannot be edited. |
Name | Sales advice name, sequentially allocated. This field is locked and cannot be edited. |
Reference | Reference name of the sales advice, sequentially allocated. This field is locked and cannot be edited. |
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The Quotation tab is used to create a quotation document using items from the VPB, imported templates, or non-standard items.
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Quotation Group
Field | Description |
|---|---|
Budget | Amount the client has to spend. |
Total | Value of the current document. This is derived from the document itself. This field is locked and cannot be edited. |
Balance | Calculation of the difference between the Budget and Total document figures. This is derived from the document itself. This field is locked and cannot be edited. |
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For detail on how the Reservation process works, see Land Register and Reservation.
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| Info |
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Other Tabs or functions may be available based on custom requirements. The above content represents Standard configuration. |
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